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CSIO Certification

The CSIO certification program promotes the efficient, seamless exchange of policy data and information within the broker channel by recognizing carriers and vendors that have implemented the standards in accordance with industry best practices.

Provide a national program to reduce the cost and risk to carriers, vendors, brokers

Promote the use of trusted, interoperable technology applications in the Canadian marketplace

Ensure standards-based solutions are uniformly implemented across the country

CSIO Certification History

Business Activity

Date Launched

Eligible Members

eDocs - personal lines

September 2013

Insurers, Vendors

eDocs - commercial lines

August 2015

Insurers, Vendors

CSIO Standards: Certification of Compliance

April 2018

Insurers

Certification of Compliance

This certification recognizes CSIO member carriers who fully comply with the CSIO standards, using no custom coverage codes (known as Z-Codes). Z-Codes are often not recognized by broker management system (BMS) platforms, leading to workflow inefficiencies for brokers.

eDocs Certification

Available for personal and commercial lines, the eDocs certification program enables carriers and vendors to verify their implementation of eDocs with CSIO technical staff, ensuring the seamless exchange of eDocs between carriers and brokers.

Benefits of CSIO Certification

Certification adds authority: being able to say that you comply with widely recognized and respected industry standards adds authority to your insurance information technology application.

Certification reduces the cost and risk to carriers, vendors, brokers and other purchasers of insurance information technology applications in Canada by promoting the use of trusted, interoperable solutions.

Certification demonstrates continuous improvement: certification demonstrates to your customers, competitors, suppliers, staff and investors that you are committed to best practices and continuous business improvement.

Description of the Framework

Application

Management

Interoperability*

eDocs

Commercial Property, Liability & Automobile

Personal Property, Liability & Automobile

Claims Notification

Billing Inquiry

* These criteria vary depending on the type of solution.

Control

Risk Management

Data Management

System Security

Application Accreditation

Third Party Services

Canadian Underwriter Article

For more information about CSIO Certification, read this article that was published in the November 2013 edition of Canadian Underwriter.

Working Groups / Events

Join our live demonstration of the CSIO My Proof of Insurance eDelivery solution and learn how to create a digital experience for your customers! This solution is free to CSIO members and enables you to send customers digital policy documents for personal and commercial lines, as well as proof of...